See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,320 | $92,703+28.7% | $82,719+44.2% | $134,475-11.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -5.89% | 944.92%-950.8pp | 701.18%-707.1pp | 417.96%-423.9pp |
| Employer contribution / active EE | $1,937 | $3,274-40.8% | $3,009-35.6% | $4,740-59.1% |
| Participant deferral / active EE | $3,965 | $4,802-17.4% | $4,395-9.8% | $6,400-38.0% |
| Admin fee / account holder | $2,148 | $5,983-64.1% | $5,329-59.7% | $11,426-81.2% |